2024-06-26 - ERM SIG meeting
Meeting Time: 8 am EST / 2 pm CET / 1 pm UK
Call in Number: Join our Cloud HD Video Meeting
Meeting URL: Join our Cloud HD Video Meeting Password needed: please see link below
https://folio-org.atlassian.net/wiki/display/COMMUNITY/FOLIO+Meetings+with+Zoom
ERM SIG Folio Wiki: https://folio-org.atlassian.net/wiki/display/ERMSIG/
Google Folder: https://drive.google.com/drive/folders/17X3tr6siZH8iS07kGcjAqUNl01zVrJmB
Terms and definitions: https://docs.google.com/document/d/1vue-mbcULpZivWu69a7nAZEdC-H2yXPQqSblbL_0J6U
Slack Channel: # erm-team
Housekeeping
Convener: Martina S.
Notetaker: Martina S.All: Please edit the attendees list below and indicate when you are there!
Next ERM meeting: Jul 24, 2024
All questions and ERM implementers' topics can be posted on: ERM implementers.
WOLFcon sessions accepted
ERM Experience Exchange has been accepted
2 ERM and Workflow sessions - one session to discuss use cases and one to discuss with the Workflow SIG
Question: do we still need the attendees list?
no, it is not used
a members list with home orgnaisation and contact information will be created instead
@Martina Schildt will create the members page and inform via Slack
Agenda items
Development progress - https://folio-org.atlassian.net/wiki/x/BwBZ
Behaviour on creating a new agreement line (“save and create another”-checkbox)
Please review the document at https://docs.google.com/document/d/1e4ZNiI0EFiRjzXkgFDznxhCrMvUjB4shn3uMyeCEeHg/edit?usp=sharing and answer the questions
Continue implementers topic: When duplicating an agreement/ or a license: additional fields should be duplicated
Please review the document at https://docs.google.com/document/d/1QR-7Fd3nubZLy5LXhUW8nEoIk-6zgpf7PVBVIIqSGfE/edit?usp=sharing and answer the questions
Minutes
Housekeeping
ERM Experience Exchange has been accepted
The ERM Community is invited to show - by presenting their use of ERM apps - what works well for them and where they would like to see improvement.
2 ERM and Workflow sessions - one session to discuss use cases and one to discuss with the Workflow SIG
@Martina Schildt will add recordings and notes from AI SIG and library presentations2023-01-11 Meeting notes: JIRA for workflows at Lehigh | Recording
2023-01-25 Meeting notes: workflow management with Prefect | Recording
2023-02-08 Meeting notes: Airflow for bibliographic workflows | Recording
2023-03-08 Meeting notes: Status of Camunda work | Recording
Development progress update
working on bug: sort by name column does not work in AGL search and sort
improving automated testing
working on local KB sync
significant performance improvements
Behaviour on creating a new agreement line
after Poppy and Quesnelia release, when duplicating the agreement the form is not cleared but the information is copied
Majority of members would prefer the from to be cleared
ERM SIG does not require a CSP for this functionality
Fix will apply from Ramsons going forward
Agreed:
Duplicate vs. save
save and create another > clears form
duplicate > copies data into the new form
Drop down "Save" menu instead of the checkbox
as long as we have up to 2 buttons, we have them separately next to each other
where we have more options, the drop-down will be implemented
informational and for alignment across apps: there was a related discussion and a survey by the App Interaction SIG that resulted in: UXPROD-4506: UI changes to "save" buttonOpen
Improvements that are wished for:
users wish for an easy way to duplicate AGLs
preferred solution is to have this action under: AGL detail view > Actions > Duplicate
duplicated AGLs will be created under a new or the same agreement
users wish to be able to move AGLs between agreements
users wish to be able to unlink an AGL and retain it; show the description as name/description
Postponed: When duplicating an agreement/ or a license: additional fields should be duplicated
Chat
14:01:44 Von Zorian Sasyk | EBSCO FOLIO Implementation an Alle:
Good morning/good afternoon!
14:01:47 Von Martina Schildt | VZG an Alle:
This is the agenda for today: 2024-06-26 - ERM SIG meeting
14:03:21 Von Owen Stephens an Alle:
Also the ERM + Workflows @Martina Schildt | VZG
14:06:39 Von Zorian Sasyk | EBSCO FOLIO Implementation an Alle:
Yes I would be interested to read/watch more info on the new Workflow stuff. In particular, curious if it has notice capability
14:07:11 Von Martina Schildt | VZG an Alle:
Reacted to "Yes I would be inter..." with 👍
14:08:57 Von Becca Banach an Alle:
Reacted to "Yes I would be inter..." with 👍
14:09:03 Von Becca Banach an Alle:
Removed a 👍 reaction from "Yes I would be inter..."
14:10:00 Von Owen Stephens an Alle:
Reacted to "Yes I would be inter..." with 👍
14:10:25 Von Jessica Harris an Alle:
I never look at it
14:10:46 Von Phil Adams an Alle:
Reacted to "I never look at it" with 👍
14:11:26 Von Becca Banach an Alle:
Maybe a more static list updated less frequently?
14:11:36 Von Martina Schildt | VZG an Alle:
Reacted to "Maybe a more static ..." with 👍
14:11:41 Von Martina Schildt | VZG an Alle:
a members list
14:12:17 Von Becca Banach an Alle:
Reacted to "a members list" with 👍🏻
14:12:39 Von Zorian Sasyk | EBSCO FOLIO Implementation an Alle:
Accessing the meeting attendance report
14:12:47 Von Zorian Sasyk | EBSCO FOLIO Implementation an Alle:
Maybe Peter could get us reports on attendees?
14:16:38 Von Martina Schildt | VZG an Alle:
Reacted to "https://support.zoom..." with 🙏
14:42:11 Von Sabrina Bayer an Alle:
I would say: Actions -> duplicate
14:42:24 Von Phil Adams an Alle:
Reacted to "I would say: Actions..." with 👍
14:42:36 Von Sara Colglazier an Alle:
Reacted to "I would say: Actions..." with 👍
14:42:52 Von Becca Banach an Alle:
Reacted to "I would say: Actions..." with 👍
14:49:06 Von Martina Schildt | VZG an Alle:
We had a reltaed discussion in AI SIG: UXPROD-4506: UI changes to "save" buttonOpen
14:55:08 Von Sara Colglazier an Alle:
I want to rewrite my POLs for Ongoing Orders so often!!
14:55:26 Von Gail Murray (she/her) an Alle:
Reacted to "I want to rewrite my..." with 💯